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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,632 | $165,399-94.8% | $149,745-94.2% | $158,982-94.6% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 15.10% | 348.34%-333.2pp | 276.72%-261.6pp | 302.99%-287.9pp |
| Employer contribution / active EE | $1,013 | $5,105-80.2% | $4,646-78.2% | $4,763-78.7% |
| Participant deferral / active EE | $1,226 | $7,183-82.9% | $6,843-82.1% | $5,983-79.5% |
| Admin fee / account holder | $1,268 | $10,811-88.3% | $9,312-86.4% | $11,252-88.7% |